FRONT OFFICE WORKFLOWS

A clearer next step, across every conversation.

Keep family inquiries, referral relationships and caregiver applicants visible while your team stays responsible for decisions.

Family inquiries, ready for review.

Capture the caller, care context, urgency and source. Review each inquiry’s status and assigned owner, then open the record to manage follow-up.

AI-assisted organization can help turn notes into a draft summary and identify gaps. A staff member reviews it before acting; it is not a clinical decision.

Walk through intake

Real app synthetic family inquiry list with assignment and status — Real app inquiry list · Synthetic records from a mocked browser verification. “Database synced” is part of that test state, not evidence of a live connection. Shows list status and assignment, not an inquiry-detail screen.

AI support with a person in control.

Use AI assistance to organize inquiry information and prepare next-step suggestions. Review outputs against the original notes and your agency’s processes.

Ask the team which AI workflows are enabled in your pilot. A screenshot of a list does not demonstrate an AI or external-provider integration.

Make the follow-up explicit.

Give a next action an owner and a due time. Review the queue for work that needs attention and update the underlying record when staff complete it.

This is front-office task management. It does not book a care visit, staff a shift or make a care decision.

Keep referral relationships in view.

Organize partner contacts, relationship status and outreach context. Keep the last touch and the next outreach visible alongside family inquiries.

Use the referral check-in template

Applicant context, through the next hiring step.

Review availability, experience, credentials and screening stage. Record the next hiring action and its owner so an interested applicant does not disappear into a separate spreadsheet.

Your team verifies qualifications, references and suitability. The interface does not replace employment checks or staffing decisions.

Synthetic caregiver pipeline with screening stages and next hiring actions — Real app caregiver pipeline · Synthetic demo data. This older interface capture retains its database-unavailable/local-fallback banner. It demonstrates the list and next-step fields, not live database or recruiting-provider connectivity.

Voice and SMS are planned.

AI voice, missed-call text-back, call summaries and SMS follow-up are planned Pro capabilities. Availability and provider scope must be confirmed with the team. No automatic calling, texting or integration is demonstrated by these screenshots.

Discuss future needs